This checklist is designed to guide the sales team through the process of conducting thorough research on potential prospects before initiating contact. It ensures that all relevant information about the prospects is gathered to tailor the approach effectively.
Select potential prospects based on industry, company size, and other relevant criteria.
Look up information about the company, including its history, mission, and recent news.
Identify and find details about the key decision-makers within the target companies.
Investigate the prospect's competitors to understand the market landscape and potential pain points.
Check the prospect's social media profiles for insights into their activities and interests.
Collect and organize contact information for the identified key decision-makers.
Summarize all research findings into a concise prospect profile for future reference.
Define specific goals for what you want to achieve with this prospect research.